# PATH FINANCIAL, LLC

PATH FINANCIAL, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 146891
- Type: SEC-registered investment adviser
- Location: 1990 MAIN STREET #750, SARASOTA, FL, 34236
- Phone: 941-350-7904
- Latest filing: 2026-06-12
- Regulatory AUM: $40.0M
- Discretionary AUM: $37.4M
- Non-discretionary AUM: $2.6M
- Clients: 1
- Accounts: 87

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146891/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146891/similar
- Related entities: https://search.stillhousedata.com/firm/146891/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146891

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.